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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2018
- Office Locations
- 1
Office Locations
About SHB Advisors
SHB Advisors is a Washington, DC-based investment and financial advisory firm with 25+ years of industry experience, serving individuals, family offices, and trusts (with roots advising businesses). The firm delivers financial planning, portfolio construction, and risk-managed asset allocation, including ETF-based implementation. Clients receive direct access to senior advisors, and the firm can custody with Interactive Brokers and J.P. Morgan.
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Owner & Executives
SAMIR HARENDRA BHATT
MANAGING DIRECTOR
- CRD
- #2961708
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,925,322 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,925,322 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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